Manage HR cases by category in legacy HR

Manage HR cases by category in legacy HR

You can use the Human Resources Overview dashboard to monitor and manage HR cases by
category, in the non-scoped version of HR.

Before you begin

Role required: hr_basic

About this task

By default, the Overview dashboard displays the following reports.

HR Cases Opened in the Last 6 Months By Category: Evaluate the types
of cases that are handled over time and ensure that there is enough skilled
HR staff to manage the case load.

Active HR Cases by Category: See a pie chart of all open HR cases by
category.

Active HR Case Breakdown by Category: Review the numbers of HR cases
assigned to each HR agent by category so workload can be adjusted if
necessary.

Active HR Cases Pivot Table by Category: Use another type of report
to see HR agent by category.

You can customize any dashboard that you can access to add or remove reports and
other widgets. For example, an HR benefits administrator may add a report to the
Overview dashboard that displays the status of HR cases in the
Benefits category.

Procedure

Navigate to HR
• Case Management > Overview.

Perform any of the following actions.

Option

Description

See the information represented by a chart segment

Hold your cursor over the segment to see a tooltip with the
details.

See the corresponding cases for a chart segment

Click the chart segment. A list of the cases opens.

Save the chart as an image file

If a menu icon appears when you point your cursor to a chart, you
can click the icon to export the chart to an image file.